NOTICE: We are currently open and available to assist in-person Monday - Thursday 9 AM - 8 PM, and Fridays 9 AM - 4 PM. You can also call us at (801) 581-6461 or send us an email at register@continue.utah.edu. For more information on university COVID-19 protocols on campus visit https://coronavirus.utah.edu.
Building Family Wealth: Investment And Life Insurance Planning
Professional Education
This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning. This noncredit class meets with a regular University of Utah credit course.
This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning
Questions? Call Professional Education at 801-585-1780 or use our online form.
Class Sections For Building Family Wealth: Investment And Life Insurance Planning (PEPEC 551)
Fall 2022 Section 90, Starting on: 08/22/2022
This class is required for students pursuing the noncredit Professional Certificate in Financial Planning. For more information, visit https://continue.utah.edu/anc for more information or contact Continuing Education at certificates@utah.edu. The course fee covers all required textbooks and course materials at a reduced cost. Students may request to opt out here: https://portal.verba.io/utah/login
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 08/22/22 - 12/08/22 | Online |
Instructor: JESSIE FAN
Registration for this class will close on 08-14-2022 at midnight
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Questions? Call Professional Education at 801-585-1780 or use our online form.
